---
title: 'Associate / Senior Associate, Client Service - SF at Jordan Park Group'
canonical: 'https://feeny.ai/job/associate-senior-associate-client-service-sf-jordan-park-group-san-francisco-avsw940skzhg'
type: 'job'
last_seen: '2026-09-09'
---

# Associate / Senior Associate, Client Service - SF at Jordan Park Group

- **Company:** Jordan Park Group
- **Location:** San Francisco California, United States
- **Posted:** 2025-05-08
- **Last confirmed live:** 2026-09-09
- **Apply:** https://job-boards.greenhouse.io/jordanparkgroup/jobs/5536505004

## Job description

Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes.

Our mission is to enhance lives and legacies.

Associate / Senior Associate, Client Service San Francisco, California

## Your Role

We are looking for an Associate / Senior Associate on our Client Service team in San Francisco to support the growth of our firm. Primary responsibilities include:

- Providing exceptional service while anticipating client needs and concerns, and proactively delivering solutions for all aspects of client relationships
- Supporting complex client onboarding and investment account opening processes including subscription documentation for private investments
- Participate in working with custodian service teams to facilitate client activity
- Assisting experienced team members as a liaison with client’s other trusted advisors such as accountants, attorneys, lenders and insurance advisors
- Creating and maintaining client and partner data n Salesforce and other systems
- Monitoring and assisting with client inquiries and issues, and escalating complex issues to the appropriate team member, as needed, across a variety of family office-focused areas, including major purchases, philanthropic grant-making, and personal staffing
- Managing risk and assisting the Firm in adhering to regulatory compliance and operational policies and procedures
- Assisting with managing cash positions, money movements, and private banking services for clients as needed

## About You

- Have 4+ years of experience in professional client service or operations work in financial services; preferably within private wealth management, either with an RIA or with a multi-family office
- Bachelor's degree preferred
- Possess a service-oriented mindset and are motivated to help others
- Are well-organized and deadline-driven
- Are proactive and possess strong follow-up and organizational skills
- Pay attention to the details and are accurate without losing sight of the big picture
- Manage multiple priorities simultaneously
- Enjoy collaborative environments and communicate effectively with a broad range of stakeholders
- Enjoy solving problems - if you don’t know the answer, you’ll dig until you find it
- Love taking on challenges and finding creative solutions
- Doesn’t get flustered easily
- Are discreet in handling sensitive and confidential information
- Work well independently and as part of a team

## Compensation & Benefits

Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks.  We apply a total reward philosophy when determining compensation terms.

The expected base salary for this role in San Francisco, California will range from $100,000 - $135,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.

Our benefits package includes:

- Medical, dental & vision insurance – 100% of premium covered for employees
- 401k participation with employer contribution
- Generous paid time off
- Commuter benefits program (pre-paid tax dollars towards your commute)
- Fitness Reimbursement
- Annual Professional Development Stipend

We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities.

Jordan Park is always seeking great talent.  We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability.  We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.

For information about our privacy practices, including disclosures for California residents, please see our [Privacy Notice](https://jordanpark.com/privacy/)

Jordan Park is an SEC-registered investment adviser (RIA).

## About Jordan Park Group

## Core Business
- **Primary Industry**: Financial Services – Wealth Management, Investment Advisory, Family Office Advisory
- **Target Customers**: High-net-worth individuals, families, entrepreneurs, and institutions (B2C/B2B hybrid, with a focus on ultra-high-net-worth clients)
- **Mission Statement**: "Our mission is to enhance lives and legacies."

## Products & Services
- **Investment Management**: Tailored portfolio construction and strategic asset allocation across public and private markets.
- **Wealth & Financial Advisory**: Comprehensive financial planning, tax strategy, estate planning, and philanthropic advisory.
- **Impact Advisory**: Helping clients align investments with their values and philanthropic goals.
- **Operational Excellence & Professional Network**: Curated resources and operational support to manage complex financial lives.
- **Liquid Markets & Portfolio Implementation**: Execution and trading services for liquid asset classes.
- **Technology & Data Platform**: Internal tools (Salesforce, Snowflake, Python, AI applications) to support client analytics and portfolio management.

## Market Standing
- **Valuation/Market Cap**: Not publicly available (private company)
- **Key Metric**: Approximately 154 employees (as of mid-2026); headcount grew 12.6% year-over-year
- **Notable Investors/Partners**: Not disclosed (no external funding rounds found; likely privately funded by founders or client capital)
- **Growth Signals**: 
  - Active job postings up 116.7% year-over-year (13 open roles as of July 2026)
  - Recent hires from Goldman Sachs (26 alumni), BlackRock (7), ICONIQ (7)
  - Expansion of technology roles (Data Platform, AI Applications, Salesforce Developer)
  - Presence in San Francisco, New York, and Portsmouth, NH

## Competitive Advantages
- **Purpose-Driven Model**: Focus on "enhancing lives and legacies" rather than pure asset accumulation, appealing to purpose-oriented clients.
- **Comprehensive Service**: Combines investment management with operational support, philanthropic advisory, and a curated professional network – a full-service family office experience.
- **Experienced Team**: Team members come from top firms like Goldman Sachs, BlackRock, and Fidelity, bringing deep expertise.
- **Technology Investment**: Active development of internal data platforms and AI applications (Kubernetes, Snowflake, dbt, Python) to improve client outcomes.

## Strategic Focus
- **Technology & AI**: Expanding data platform and AI capabilities (job postings for Senior Associate, Software Engineer – Data Platform & AI Applications).
- **Talent Growth**: Aggressively hiring across client advisory, investment strategy, and technology teams.
- **Client Experience**: Enhancing the holistic wealth management offering through operational excellence and curated professional networks.
- **Impact Investing**: Growing impact advisory practice to meet client demand for values-aligned investing.

## Why Work Here
- **Culture**: Described as a "diverse collective" of "empathetic problem solvers" who embrace complexity. Focus on collaboration and purpose.
- **Work Policy**: Hybrid/office presence expected (multiple offices in San Francisco, New York, and Portsmouth). Job postings specify locations.
- **Perks & Engineering Culture**: Technology team works with modern stack (Kubernetes, Snowflake, dbt, Python, Looker, Salesforce). Opportunity to build data platforms and AI applications in a financial services context.
- **Growth Potential**: Rapidly growing firm (12.6% YoY headcount growth, 116.7% increase in job postings) offering career advancement opportunities.
- **Mission-Driven**: Employees can directly contribute to enhancing clients' lives and legacies.

## Sources
1. [jordanpark.com](https://jordanpark.com/)
2. [jordanpark.com/about](https://jordanpark.com/about/)
3. [jordanpark.com/careers](https://jordanpark.com/careers/)
4. [Greenhouse Job Board](https://job-boards.greenhouse.io/jordanparkgroup)
5. [LinkedIn Company Page](https://www.linkedin.com/company/jordanpark)

## Other roles at Jordan Park Group

- [Summer Financial Analyst](https://feeny.ai/job/summer-financial-analyst-jordan-park-group-new-york-new-york-ab19afc6zstr) — New York New York, United States / San Francisco California, United States
- [Senior Associate/Vice President - Lead Software Developer](https://feeny.ai/job/senior-associate-vice-president-lead-software-developer-jordan-park-group-san-xbd663zf8vnb) — San Francisco California, United States
- [Senior Analyst, People](https://feeny.ai/job/senior-analyst-people-jordan-park-group-san-francisco-california-tgn5hyzmm98x) — San Francisco California, United States
- [Senior Associate/Vice President, Capital Markets - Quantitative & Structured Solutions](https://feeny.ai/job/senior-associate-vice-president-capital-markets-quantitative-structured-8pktec1m09ef) — New York New York, United States
- [Associate, Office Administration](https://feeny.ai/job/associate-office-administration-jordan-park-group-new-york-new-york-ed2y9njsg6ss) — New York New York, United States
- [Senior Associate, Software Engineer – Data Platform & AI Applications](https://feeny.ai/job/senior-associate-software-engineer-data-platform-ai-applications-jordan-park-fj1bj4zwcszh) — San Francisco California, United States
- [Associate, Business Development](https://feeny.ai/job/associate-business-development-jordan-park-group-san-francisco-california-q5mwtg5v61qz) — San Francisco California, United States
- [Financial Analyst, Client Advisory](https://feeny.ai/job/financial-analyst-client-advisory-jordan-park-group-san-francisco-california-dy4e41we4853) — San Francisco California, United States